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Cash Management Request Form

The Direct Trader Cash Management account is an efficient way to settle your share dealing transactions. It is linked to your Direct Trader Share Dealing account and operates as a deposit account, so when you buy or sell shares the money is either debited from, or credited to, the account, on the settlement date.

Open a Cash Management account

To open a Cash Management account download and print an Upgrade information form (59 KB PDF file). Get acrobat reader from www.adobe.com to read this application form.
Complete the Cash Management account section of the Upgrade information form. Sections (1, 2.3 and 3).
Return the completed form to:
Customer Accounts Team
Direct Trader
Freepost NEA14757
PO Box 549
Leeds
LS1 4ZY

Or:

Call us on 0870 60 65 023 Monday to Friday 8am to 6pm.

Or:

Request an Upgrade information form by post.